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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,975 | $64,307+122.3% | $57,349+149.3% | $125,388+14.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.26% | 25.14%-23.9pp | 24.40%-23.1pp | 282.24%-281.0pp |
| Employer contribution / active EE | $4,513 | $3,193+41.3% | $2,689+67.8% | $4,866-7.3% |
| Participant deferral / active EE | $1,516 | $3,847-60.6% | $3,162-52.0% | $5,352-71.7% |
| Admin fee / account holder | $10,775 | $5,242+105.6% | $3,356+221.0% | $9,541+12.9% |